See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
THE PFE GROUP1 year Filed as: PFE ADVISORS LLC Service code 27 · EIN 71-1036677 | Advisory (Plan) | $35,810 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$5,525 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,778 | $45,825+65.4% | $90,645-16.4% | $56,287+34.6% |
| Participation rate | 72.6% | 66.7%+5.9pp | 74.0%-1.4pp | 69.9%+2.8pp |
| Annual return | -5.44% | 38.64%-44.1pp | 1.88%-7.3pp | -9.96%+4.5pp |
| Employer contribution / active EE | $1,236 | $1,372-9.9% | $2,532-51.2% | $2,111-41.5% |
| Participant deferral / active EE | $4,283 | $2,562+67.2% | $3,425+25.1% | $3,350+27.9% |
| Admin fee / account holder | $88 | $413-78.7% | $4,994-98.2% | $521-83.1% |